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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

TROW holding history

Price T Rowe Group Inc in every 13F filed by Basepoint Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TROW overviewAll 13F holders of TROWFull Q2 2026 holdings

Shares (Q2 2026)
10,385
Value
$1.18M
% of portfolio
0.7%
Quarters held
3
Since Q4 2025
Holdings of TROW by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,385$1.18M0.7%+4,809+86.2%AddedHolders
Q1 20265,576$502.6K0.3%+5,476+5,476.0%AddedHolders
Q4 2025100$10.3K<0.1%+100NewHolders